Douglas Munro Sells 548 Shares of Mercury Systems (NASDAQ:MRCY) Stock

Mercury Systems Inc (NASDAQ:MRCY) CAO Douglas Munro sold 548 shares of the company’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $100.31, for a total transaction of $54,969.88. Following the completion of the transaction, the chief accounting officer owned 13,091 shares in the company, valued at approximately $1,313,158.21. This trade represents a 4.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Douglas Munro also recently made the following trade(s):

• On Thursday, August 20th, Douglas Munro sold 109 shares of Mercury Systems stock. The shares were sold at an average price of $97.67, for a total transaction of $10,646.03.
• On Tuesday, August 18th, Douglas Munro sold 494 shares of Mercury Systems stock. The stock was sold at an average price of $111.36, for a total transaction of $55,011.84.
• On Monday, August 17th, Douglas Munro sold 404 shares of Mercury Systems stock. The stock was sold at an average price of $109.95, for a total value of $44,419.80.

Mercury Systems Trading Down 3.0%

Shares of NASDAQ:MRCY opened at $91.36 on Friday. Mercury Systems Inc has a 12-month low of $65.04 and a 12-month high of $128.45. The business has a 50 day moving average of $107.54 and a 200-day moving average of $94.85. The company has a quick ratio of 2.15, a current ratio of 2.96 and a debt-to-equity ratio of 0.29. The stock has a market cap of $5.49 billion, a PE ratio of -182.72 and a beta of 0.95.

Mercury Systems (NASDAQ:MRCY) last announced its earnings results on Tuesday, August 18th. The technology company reported $0.37 earnings per share for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.01). The firm had revenue of $289.78 million for the quarter, compared to the consensus estimate of $266.09 million. Mercury Systems had a positive return on equity of 1.29% and a negative net margin of 3.02%.Mercury Systems’s revenue for the quarter was up 6.1% on a year-over-year basis. During the same quarter last year, the business posted $0.47 EPS. As a group, equities research analysts forecast that Mercury Systems Inc will post 0.77 earnings per share for the current year.

More Mercury Systems News

Here are the key news stories impacting Mercury Systems this week:

• Positive Sentiment: Mercury Systems reported record fourth-quarter bookings of approximately $660 million, up 93.1% year over year, with a 2.28 book-to-bill ratio. Backlog surpassed $1.9 billion, a 38.4% increase, providing stronger revenue visibility as production ramps. Mercury Systems Reports Fourth Quarter and Fiscal 2026 Results
• Positive Sentiment: Revenue increased 6.1% year over year to approximately $290 million, exceeding the roughly $266 million analyst estimate. RBC raised its target to $120, Piper Sandler lifted its target to $131 while maintaining an Overweight rating, and Baird also forecast substantial upside. Robert W. Baird Forecasts Strong Price Appreciation
• Neutral Sentiment: CEO William Ballhaus and several executives sold shares in transactions from August 17–20. The sales totaled several million dollars, but SEC filings said they were intended to cover tax withholding on vested equity awards. That reduces their value as a bearish signal, although no insider purchases were reported. Mercury Systems SEC Insider Trading Filing
• Negative Sentiment: Adjusted EPS was $0.37, narrowly missing the $0.38 consensus and falling from $0.47 a year earlier. GAAP EPS was $0.01, while adjusted EBITDA declined to $49 million from $51 million and free cash flow fell to $29 million from $34 million. The earnings shortfall appears to have outweighed the strong bookings and revenue figures. Mercury Systems Drops as EPS Miss Overshadows Record Bookings
• Negative Sentiment: Investors are also evaluating Mercury’s exposure to semiconductor-price volatility. Because many contracts are fixed-price, higher component costs could pressure margins before the company can adjust pricing or supply arrangements. Mercury Systems Fixed-Price Contract Risk

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. Robert W. Baird increased their price objective on Mercury Systems from $120.00 to $130.00 and gave the stock an “outperform” rating in a research report on Wednesday. Jefferies Financial Group reissued a “hold” rating and issued a $115.00 target price on shares of Mercury Systems in a research report on Friday, July 10th. Weiss Ratings restated a “sell (d-)” rating on shares of Mercury Systems in a research note on Friday, July 17th. Wall Street Zen lowered shares of Mercury Systems from a “buy” rating to a “hold” rating in a research report on Saturday, July 18th. Finally, Royal Bank Of Canada lifted their price objective on shares of Mercury Systems from $105.00 to $120.00 and gave the stock an “outperform” rating in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $110.10.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of MRCY. BlackRock Inc. bought a new stake in Mercury Systems during the second quarter worth about $1,146,342,000. Invesco Ltd. increased its holdings in Mercury Systems by 161.7% in the 3rd quarter. Invesco Ltd. now owns 1,527,443 shares of the technology company’s stock valued at $118,224,000 after buying an additional 943,736 shares during the period. Bamco Inc. NY acquired a new position in shares of Mercury Systems in the 2nd quarter valued at approximately $74,244,000. American Capital Management Inc. acquired a new position in shares of Mercury Systems in the 2nd quarter valued at approximately $59,460,000. Finally, William Blair Investment Management LLC bought a new stake in shares of Mercury Systems during the 2nd quarter worth approximately $46,453,000. Institutional investors own 95.99% of the company’s stock.

Mercury Systems Company Profile

Mercury Systems, Inc (NASDAQ: MRCY) is a technology company that designs, manufactures and markets secure processing subsystems for aerospace and defense applications. The company’s products are built to address the stringent security, safety and reliability requirements of mission-critical programs, with a focus on radar, electronic warfare, intelligence and other sensor and processing functions. Mercury’s offerings encompass rugged embedded computing modules, high-performance radio frequency (RF) and microwave components, digital signal processing subsystems and secure networking solutions.

Since its origins in advanced signal processing, Mercury Systems has expanded its capabilities through a combination of internal development and targeted acquisitions.